Import and Export

Typically importing Assets will be an action undertaken when a customer starts their journey with iplicit but is also an option for an existing Customer who wishes to transfer their Asset Register from another source.

How to create Import File

Creating Import File containing Assets

If you haven't already created a compatible Import/Export File, the easiest way is to first create an Export file from the Assets menu.

See Exporting Assets below.

A compatible Excel spreadsheet will have all the correct columns that correspond to the available fields in the iplicit Assets.

Warning

• Import only supports single Tabs on a spreadsheet. Therefore, if your data is spread over multi tabs you will have to create a separate spreadsheet for each Tab.

In the spreadsheet you can -

• Add new Asset - just add a new row and add data in the appropriate columns.
• Edit Assets that are already showing.

Specific Field operations in the spreadsheet

• Code

  • If changed on existing Asset row, then a new Asset will be imported.
  • If left blank, the Import process will create a new Code using the next available sequential number.
  • If left the same, Import will overwrite/update the Asset.
  
  

• Asset Group

  • A valid Asset Group must be entered - see Asset Groups
  
  

• Asset Depreciation Method

  • A valid Asset Depreciation Method can be entered.

    see Asset Depreciation Method.

  • If no Method is entered, then the default value will be entered from Asset Groups when the file is Imported.

  Note

  Other fields, if left blank, will be populated when the file is Imported only if there has been default values set up within Iplicit.

Once you have added/edited all your Assets, save the file ready to be imported.

How to Import Assets

Importing Assets

1. Select Assets option from either the Pulse menu, from the Main menu or by entering Assets in the Quick Launch Side Menu.

   

2. To Import Assets from your pre created source spreadsheet, select Import from the dropdown three-dot button .

   

3. Enter options for Import.

   

   • File - the source file created and saved previously.
   • Date format - in case you are using American format for example.
   • Submit - to automatically submit the Asset for authorisation after the Import.
   • Skip Errors - import without errors.

   Tip

   If you hover your mouse over any of the Behaviour options, text will appear giving you further help on that option.

4. Select Submit

5. Once the Import has completed, the following Asset import screen will show Assets imported and ones that haven't.

   

Note

The following Assets will not Import -

• Assets already been Capitalised.
• Assets missing or invalid data in the source file, such as incorrect Asset Group.

How to Export Assets

Exporting Assets

1. Select Assets option from either the Pulse menu, from the Main menu or by entering Assets in the Quick Launch Side Menu.

   

2. To Export Assets, select Export from the dropdown three-dot button .

   

3. Enter options for Export.

   

4. Select Submit.

5. The Export file is created as an Excel spreadsheet.

   

   This file can now be opened, and Assets added or edited.

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Updated June 2024